Midwest Financial Group LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 20, 2026), Midwest Financial Group LLC reported 123 stock positions worth $226.4 million. Its top holding was iShares S&P 500 Growth ETF (IVW) at 6.2% of the portfolio, followed by Avantis US Small Cap Value (AVUV, 5.1%) and Invesco QQQ Trust Series 1 (QQQ, 5.0%). Compared with Q3 2025, it opened 8 new positions, sold out of 6, added to 59 and reduced 37. The biggest buy was a new position in Putnam Focused LRG Cap Value (PVAL) and the biggest sale Schwab US DVD Equity ETF (SCHD, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- Overland Park, KS
- CIK
- 0001967193
- Portfolio Value
- $226.4M (Q4 2025)
- SEC Filing
- 0001967193-26-000002 ↗ filed Jan 20, 2026
Holdings Value
Holdings 123 stocks · $226.4M
| IVW iShares S&P 500 Growth ETF | 6.19% | 113,758 | $14.0M | Add +0.2% |
| AVUV Avantis US Small Cap Value | 5.08% | 112,787 | $11.5M | Add +2.1% |
| QQQ Invesco QQQ Trust Series 1 | 5.05% | 18,599 | $11.4M | Add +6.1% |
| SCHD Schwab US DVD Equity ETF | 4.72% | 389,507 | $10.7M | Reduce -25.5% |
| AMD Advanced Micro Devices | 4.00% | 42,293 | $9.1M | Add +0.7% |
| AAPL Apple Inc. | 3.75% | 31,210 | $8.5M | Reduce -1.1% |
| SCHZ Schwab US Aggregate Bond ETF | 3.12% | 302,319 | $7.1M | Add +17.7% |
| PVAL Putnam Focused LRG Cap Value | 3.03% | 150,304 | $6.8M | New |
| MU Micron Technology Inc. | 2.92% | 23,140 | $6.6M | Reduce -0.8% |
| MOAT Vaneck Morningstar Wide Moat | 2.60% | 56,914 | $5.9M | Add +0.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 2.36% | 48,414 | $5.3M | Reduce -12.9% |
| AVLV Avantis US Large Cap Value | 2.26% | 67,529 | $5.1M | Add +3.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 2.25% | 28,733 | $5.1M | Add +2.4% |
| SOXX iShares Semiconductor ETF | 2.07% | 15,533 | $4.7M | Add +1.2% |
| SLYG SS SPDR S&P 600 SC GR ETF | 2.04% | 48,941 | $4.6M | Add +9.7% |
| MSFT Microsoft Corp. | 1.96% | 9,183 | $4.4M | Reduce -2.1% |
| MDY State Street SPDR S&P Midcap | 1.95% | 7,330 | $4.4M | Reduce -14.6% |
| SCHG Schwab US Large-Cap Growth | 1.69% | 117,586 | $3.8M | Add +18.9% |
| IJR iShares Core S&P Small-Cap E | 1.62% | 30,600 | $3.7M | Reduce -17.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.54% | 6,927 | $3.5M | Add +0.1% |
| TLT iShares 20+ Year Treasury BD | 1.24% | 32,293 | $2.8M | Add +2.2% |
| LGOV First TR Long Duration O-ETF | 1.17% | 121,514 | $2.7M | Add +33.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.16% | 61,496 | $2.6M | Add +17.3% |
| OKE Oneok Inc. | 1.15% | 35,397 | $2.6M | Add +5.0% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 1.15% | 72,562 | $2.6M | Add +1.5% |
| FICS FT International Dev Cap STR | 1.15% | 64,793 | $2.6M | Reduce -11.6% |
| DIVI Franklin International Core | 1.14% | 66,230 | $2.6M | Add +21.9% |
| GOOGL Alphabet Inc. Class A | 1.12% | 8,078 | $2.5M | Add +0.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.04% | 11,076 | $2.3M | Add +1.1% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 1.00% | 80,578 | $2.3M | Add +10.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.96% | 3,195 | $2.2M | Add +28.4% |
| AMZN Amazon.com Inc. | 0.95% | 9,350 | $2.2M | Add +21.8% |
| BA The Boeing Co. | 0.83% | 8,695 | $1.9M | Reduce -1.1% |
| MUB iShares National Muni Bond E | 0.83% | 17,513 | $1.9M | Add +20.2% |
| FEM First Trust Emerging Markets | 0.83% | 68,428 | $1.9M | Reduce -25.2% |
| XLE SS Energy Select Sector | 0.82% | 41,674 | $1.9M | Reduce -32.0% |
| LMBS First Trust Low Duration Opp | 0.81% | 36,884 | $1.8M | Reduce -4.7% |
| USB US Bancorp | 0.80% | 33,954 | $1.8M | Add +3.0% |
| COST Costco Wholesale Corp. | 0.76% | 1,989 | $1.7M | Add +42.4% |
| XOM Exxon Mobil Corp. | 0.76% | 14,221 | $1.7M | Reduce -0.1% |
| NVDA Nvidia Corp. | 0.71% | 8,625 | $1.6M | Add +51.9% |
| XLV SS Health Care Select Sector | 0.63% | 9,236 | $1.4M | Add +1.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.59% | 6,986 | $1.3M | Add +33.6% |
| CIBR First Trust Nasdaq Cybersecu | 0.58% | 18,518 | $1.3M | New |
| SPLV Invesco S&P 500 Low Volatili | 0.58% | 18,245 | $1.3M | Add +0.0% |
| RTX RTX Corp. | 0.56% | 6,857 | $1.3M | Add +0.1% |
| SCHB Schwab US Broad Market ETF | 0.54% | 46,872 | $1.2M | Add +0.2% |
| LRCX Lam Research Corp. | 0.50% | 6,676 | $1.1M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.50% | 3,382 | $1.1M | Reduce -0.1% |
| XLP SS Consumer Staples Sel Sect | 0.50% | 14,578 | $1.1M | Reduce -1.0% |
| VMBS Vanguard Mortgage-Backed Sec | 0.49% | 23,354 | $1.1M | New |
| SMH Vaneck Semiconductor ETF | 0.47% | 2,925 | $1.1M | No change |
| AXP American Express Co. | 0.45% | 2,733 | $1.0M | No change |
| AVGO Broadcom Inc. | 0.43% | 2,823 | $977K | Reduce -0.1% |
| MUNI PIMCO Intermediate Municipal | 0.42% | 17,967 | $942K | Reduce -6.7% |
| V Visa Inc. Class A | 0.40% | 2,585 | $907K | Add +61.5% |
| FITB Fifth Third Bancorp | 0.37% | 18,100 | $847K | Add +12.8% |
| VOO Vanguard S&P 500 ETF | 0.36% | 1,305 | $818K | Add +4.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.36% | 8,669 | $816K | Add +0.2% |
| TCAF T Rowe PRC Cap Appreciation | 0.35% | 20,518 | $784K | Add +29.9% |
| MA Mastercard Inc. Class A | 0.34% | 1,331 | $760K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.32% | 7,577 | $729K | Add +32.2% |
| FEGE First Eagle GL Equity ETF | 0.31% | 15,432 | $710K | Add +75.9% |
| CEF Sprott Physical Gold and Sil | 0.31% | 15,258 | $699K | Add +6.9% |
| CSX CSX Corp. | 0.30% | 18,700 | $678K | Reduce -4.1% |
| NUW Nuveen Amt-Free Muni Val | 0.27% | 42,949 | $615K | Reduce -5.3% |
| AMAT Applied Materials Inc. | 0.26% | 2,278 | $585K | Add +0.2% |
| LSCC Lattice Semiconductor Corp. | 0.25% | 7,725 | $568K | No change |
| DVN Devon Energy Corp. | 0.25% | 15,178 | $556K | Reduce -0.6% |
| SCHF Schwab Intl Equity ETF | 0.24% | 22,535 | $542K | Add +19.0% |
| ORCL Oracle Corp. | 0.23% | 2,712 | $529K | Reduce -1.6% |
| PG The Procter & Gamble Co. | 0.23% | 3,658 | $524K | Reduce -3.8% |
| RCL Royal Caribbean Cruises Ltd. | 0.22% | 1,825 | $509K | No change |
| DG Dollar General Corp. | 0.22% | 3,734 | $496K | No change |
| CVX Chevron Corp. | 0.22% | 3,224 | $491K | Add +0.5% |
| OGS One Gas Inc. | 0.21% | 6,288 | $486K | Reduce -0.5% |
| IBIT iShares Bitcoin Trust ETF | 0.21% | 9,540 | $474K | Add +6.9% |
| IAU iShares Gold Trust | 0.20% | 5,689 | $462K | Reduce -2.6% |
| CP Canadian Pacific Kansas City | 0.20% | 6,175 | $455K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.19% | 3,061 | $426K | Add +0.7% |
| UNP Union Pacific Corp. | 0.19% | 1,817 | $420K | Add +0.4% |
| IWM iShares Russell 2000 ETF | 0.18% | 1,648 | $406K | Reduce -1.8% |
| JNJ Johnson & Johnson | 0.18% | 1,957 | $405K | Reduce -0.9% |
| PEP Pepsico Inc. | 0.18% | 2,805 | $403K | No change |
| MCD McDonald's Corp. | 0.17% | 1,291 | $395K | Reduce -3.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.17% | 4,813 | $384K | Reduce -4.5% |
| XLI SS Industrial Select Sector | 0.17% | 2,444 | $379K | Reduce -0.2% |
| XLC SS Comm Select Sector SPDR | 0.16% | 3,147 | $370K | Add +0.1% |
| DKNG Draftkings Inc. Class A | 0.16% | 10,700 | $369K | Reduce -16.1% |
| WMT Walmart Inc. | 0.14% | 2,930 | $326K | Reduce -5.1% |
| BUG Global X Cybersecurity ETF | 0.14% | 10,610 | $323K | Add +72.2% |
| HRI Herc Holdings Inc. filed as HERC HLDGS INC | 0.14% | 2,153 | $319K | Add +3.6% |
| UNH Unitedhealth Group Inc. | 0.14% | 962 | $318K | Add +0.5% |
| TBUX T Rowe Price Ultra Short-Ter | 0.14% | 6,363 | $317K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 5,610 | $309K | Add +0.0% |
| XLY SS Consumer Disc Select Sect | 0.13% | 2,529 | $302K | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.13% | 922 | $297K | Reduce -0.8% |
| VYM Vanguard High DVD Yield ETF | 0.13% | 2,069 | $297K | Add +8.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.13% | 1,011 | $293K | No change |
| TSLA Tesla Inc. | 0.13% | 652 | $293K | Reduce -12.3% |
Portfolio Sells Q3 2025 → Q4 2025
| SCHD Schwab US DVD Equity ETF | Reduce -25.5% | 4.72% | −2.08 |
| RDVI FT Vest Rising Dividend Achi | Reduce -91.1% | 0.11% | −1.24 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -12.9% | 2.36% | −0.60 |
| IJR iShares Core S&P Small-Cap E | Reduce -17.9% | 1.62% | −0.49 |
| MDY State Street SPDR S&P Midcap | Reduce -14.6% | 1.95% | −0.48 |
| XLE SS Energy Select Sector | Reduce -32.0% | 0.82% | −0.48 |
| MSFT Microsoft Corp. | Reduce -2.1% | 1.96% | −0.35 |
| FEM First Trust Emerging Markets | Reduce -25.2% | 0.83% | −0.35 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.21 |
| FICS FT International Dev Cap STR | Reduce -11.6% | 1.15% | −0.18 |
| TROW T Rowe Price Group Inc. | Sold out | 0.00% | −0.17 |
| ORCL Oracle Corp. | Reduce -1.6% | 0.23% | −0.14 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.13 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.12 |
| LMBS First Trust Low Duration Opp | Reduce -4.7% | 0.81% | −0.10 |
| AAPL Apple Inc. | Reduce -1.1% | 3.75% | −0.08 |
| F Ford Motor Co. | Sold out | 0.00% | −0.08 |
| BA The Boeing Co. | Reduce -1.1% | 0.83% | −0.07 |
| DKNG Draftkings Inc. Class A | Reduce -16.1% | 0.16% | −0.06 |
| MUNI PIMCO Intermediate Municipal | Reduce -6.7% | 0.42% | −0.06 |
| FSLY Fastly Inc. Class A | Sold out | 0.00% | −0.05 |
| XLP SS Consumer Staples Sel Sect | Reduce -1.0% | 0.50% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -3.8% | 0.23% | −0.05 |
| ZM Zoom Communications Inc. | Reduce -27.9% | 0.10% | −0.04 |
| NUW Nuveen Amt-Free Muni Val | Reduce -5.3% | 0.27% | −0.04 |
| CSX CSX Corp. | Reduce -4.1% | 0.30% | −0.03 |
| OGS One Gas Inc. | Reduce -0.5% | 0.21% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.1% | 0.50% | −0.03 |
| TSLA Tesla Inc. | Reduce -12.3% | 0.13% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -4.5% | 0.17% | −0.02 |
| MCD McDonald's Corp. | Reduce -3.7% | 0.17% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -1.8% | 0.18% | −0.01 |
| COP Conocophillips | Reduce -3.9% | 0.10% | −0.01 |
| AVGO Broadcom Inc. | Reduce -0.1% | 0.43% | −0.01 |
| XLI SS Industrial Select Sector | Reduce -0.2% | 0.17% | −0.01 |
| CFFN Capitol Federal Financial Inc. | Reduce -18.8% | 0.05% | −0.01 |
| DVN Devon Energy Corp. | Reduce -0.6% | 0.25% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 0.76% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.8% | 0.13% | −0.01 |
| WMT Walmart Inc. | Reduce -5.1% | 0.14% | −0.01 |
| IAU iShares Gold Trust | Reduce -2.6% | 0.20% | +0.00 |
| JNJ Johnson & Johnson | Reduce -0.9% | 0.18% | +0.00 |
| MU Micron Technology Inc. | Reduce -0.8% | 2.92% | +1.06 |
Portfolio Buys Q3 2025 → Q4 2025
| PVAL Putnam Focused LRG Cap Value | New | 3.03% | +3.03 |
| AMD Advanced Micro Devices | Add +0.7% | 4.00% | +0.76 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.58% | +0.58 |
| VMBS Vanguard Mortgage-Backed Sec | New | 0.49% | +0.49 |
| SCHZ Schwab US Aggregate Bond ETF | Add +17.7% | 3.12% | +0.25 |
| LGOV First TR Long Duration O-ETF | Add +33.5% | 1.17% | +0.23 |
| NVDA Nvidia Corp. | Add +51.9% | 0.71% | +0.21 |
| SCHG Schwab US Large-Cap Growth | Add +18.9% | 1.69% | +0.19 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 1.12% | +0.18 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +28.4% | 0.96% | +0.17 |
| DIVI Franklin International Core | Add +21.9% | 1.14% | +0.17 |
| AMZN Amazon.com Inc. | Add +21.8% | 0.95% | +0.15 |
| COST Costco Wholesale Corp. | Add +42.4% | 0.76% | +0.14 |
| TBUX T Rowe Price Ultra Short-Ter | New | 0.14% | +0.14 |
| V Visa Inc. Class A | Add +61.5% | 0.40% | +0.14 |
| FEGE First Eagle GL Equity ETF | Add +75.9% | 0.31% | +0.13 |
| URA Global X Uranium ETF | New | 0.13% | +0.13 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +33.6% | 0.59% | +0.12 |
| XLF SS Financial Select Sector | New | 0.11% | +0.11 |
| LUV Southwest Airlines Co. | New | 0.10% | +0.10 |
| EFA iShares MSCI Eafe ETF | New | 0.10% | +0.10 |
| MUB iShares National Muni Bond E | Add +20.2% | 0.83% | +0.09 |
| SOXX iShares Semiconductor ETF | Add +1.2% | 2.07% | +0.08 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +17.3% | 1.16% | +0.07 |
| TCAF T Rowe PRC Cap Appreciation | Add +29.9% | 0.35% | +0.06 |
| CEF Sprott Physical Gold and Sil | Add +6.9% | 0.31% | +0.06 |
| IWR iShares Russell Mid-Cap ETF | Add +32.2% | 0.32% | +0.06 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Add +10.4% | 1.00% | +0.05 |
| USB US Bancorp | Add +3.0% | 0.80% | +0.04 |
| BUG Global X Cybersecurity ETF | Add +72.2% | 0.14% | +0.04 |
| AMAT Applied Materials Inc. | Add +0.2% | 0.26% | +0.04 |
| FITB Fifth Third Bancorp | Add +12.8% | 0.37% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.1% | 5.05% | +0.03 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +9.7% | 2.04% | +0.03 |
| SCHF Schwab Intl Equity ETF | Add +19.0% | 0.24% | +0.03 |
| HRI Herc Holdings Inc. | Add +3.6% | 0.14% | +0.03 |
| XLV SS Health Care Select Sector | Add +1.1% | 0.63% | +0.03 |
| AVLV Avantis US Large Cap Value | Add +3.9% | 2.26% | +0.02 |
| RTX RTX Corp. | Add +0.1% | 0.56% | +0.01 |
| JEPI JPMorgan Equity Premium Inco | Add +10.7% | 0.12% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Add +8.3% | 0.13% | +0.00 |
| QQQI Neos Nasdaq-100 High Inc. ETF | Add +7.3% | 0.10% | −0.00 |
| BAC Bank of America Corp. | Add +0.0% | 0.14% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +4.1% | 0.36% | −0.00 |
| QGRO American Century US Quality | Add +2.3% | 0.13% | −0.01 |
| XLK SS Technology Select Sector | Add +0.1% | 0.12% | −0.01 |
| AFL Aflac Inc. | Add +0.1% | 0.11% | −0.01 |
| ABBV Abbvie Inc. | Add +0.1% | 0.11% | −0.01 |
| XLY SS Consumer Disc Select Sect | Add +0.1% | 0.13% | −0.01 |
| XLC SS Comm Select Sector SPDR | Add +0.1% | 0.16% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 136 | $285.1M | IVW, AVUV, QQQ, AMD, SCHD |
| Q1 2026 | 126 | $234.5M | IVW, AVUV, SCHD, QQQ, AMD |
| Q4 2025 | 123 | $226.4M | IVW, AVUV, QQQ, SCHD, AMD |
| Q3 2025 | 121 | $209.8M | SCHD, IVW, AVUV, QQQ, AAPL |
| Q2 2025 | 114 | $190.2M | SCHD, IVW, AVUV, QQQ, AAPL |
| Q1 2025 | 108 | $172.1M | SCHD, IVW, AVUV, AAPL, LQD |
| Q4 2024 | 111 | $174.1M | IVW, SCHD, AAPL, AVUV, RDVI |
| Q3 2024 | 109 | $170.3M | SCHD, IVW, AAPL, AVUV, AMD |
| Q2 2024 | 105 | $157.2M | SCHD, IVW, AAPL, AMD, RDVI |
| Q1 2024 | 104 | $148.8M | SCHD, AMD, IVW, AAPL, RDVI |